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Outlook Customer Manager

Outlook Customer Manager, a new Office 365 service, helps small businesses track and grow their customer relationships right within Outlook. It gives a complete view of interactions with each business contact, helps track tasks and deals in progress, and surfaces timely reminders—all next to your inbox. Outlook Customer Manager will be available at no extra cost to Office 365 Business Premium subscribers – beginning with those in First Release program and continuing worldwide in the coming months. It is turned on by default allowing users to access it in one-click from the home tab in Outlook 2016 for Windows, and includes a mobile app. Learn more at – https://blogs.office.com/2016/11/14/introducing-outlook-customer-manager-relationships-made-easy-for-small-businesses/

How can we make Outlook Customer Manager better?

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  1. Sending Mass Emails

    Is it possible, or will it be possible to send mass emails from OCM?

    Ideally having a function to create an advanced filter like BCM would be great.

    This is a MUST for our company and many others I expect.

    8 votes
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      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
    • Outlook Customer Manager for Android

      Make an Android version of OCM

      6 votes
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      • Ability to assign tasks

        Allow Tasks to be assigned to other Users (internal) of an organization.

        10 votes
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          2 comments  ·  Flag idea as inappropriate…  ·  Admin →
        • Contact categories or groups for mailing lists etc

          I need an efficient way to tag, sort and group customers into e.g. Mailing lists. Multiple tags must be possible

          18 votes
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            3 comments  ·  Flag idea as inappropriate…  ·  Admin →
          • Add support for Office 365 E3 and E5 tenants

            We have a team called government and public policy that would like to use this feature to track communication with certain important contacts. Please make this feature available for our Enterprise E3 tenant.

            246 votes
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              24 comments  ·  Flag idea as inappropriate…  ·  Admin →
            • 8 votes
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              • Create deal templates with pre-set task list

                The ability to create and select deal templates with a preset task lists

                7 votes
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                • Create Reporting Capabilities

                  It would be helpful to have some level of reporting to evaluate key business metrics like conversions, length of time in the pipeline, etc.

                  9 votes
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                    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Flag for Email to see if they are in the Contact manager

                    It would be great, to see in the Outlook mail inbox. if the contact is already flagged in the customer manager

                    14 votes
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                    • Creating new document-folder for deal automatically

                      Hi,
                      I got a suggestion : When you want to copy or drag&drop existing documents to a new deal, this process is relatively complicated.
                      Pleas implement a function that automatically creates this folder.

                      Alternatively, maybe a good compromise.
                      In Deal/Document there is a " + Button" where you can select
                      Add Link
                      or
                      Add File

                      There should be a third selection named
                      Create Folder

                      Currently copying existing files e.g. from an existing deal to a new deal within windows explorer is complicated.


                      First you have to Add an existing file (I always use a 1 kB File that I delete…

                      1 vote
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                        0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                      • date of birth

                        Contacts Date of Birth can't go back further 1970. Please put on list to rectify

                        1 vote
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                        • Change Owner

                          Once a Deal is created, I would like the ability to change/assign ownership (like tasks)

                          1 vote
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                          • Make it more reliable.

                            Many times it fails, or pops up that it is not available yet to me (even though I was using it earlier in the day). Also, make things autosave so you don't accidentially navigate away.

                            6 votes
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                            • OCM requires IE to work: Make it more explicit.

                              If IE is not present, OCM displays a message "your browser is not supported", but the support page indicates that Edge is supported. This is misleading. Ultimately, would be nice if Edge support OCM natively.

                              1 vote
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                              • Tasks editable only by user who enters them

                                Although it is possible to enter tasks within OCM which are also viewable by other authorised users (if the Contact/Company/Deal is shared). The other users cannot edit the task, mark it as complete or see the end date. In addition if the task user marks it as complete other users still see the task as open. Ideally other users should be able to amend tasks, but at the very least should see completed tasks as completed.

                                13 votes
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                                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                • Add relationships link

                                  Each contact should be able to be assigned to a specific company and describe what the relationship is (such as auditor, vendors, payroll contact, etc)

                                  7 votes
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                                  • Contact Pictures

                                    Show contact pictures in the OCM interface.

                                    16 votes
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                                    • Include a link (both ways) to one note so we can add extra details, clippings etc

                                      Include a link (both ways) to one note so we can add/link extra details re meetings, web clippings etc

                                      15 votes
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                                      • 1 vote
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                                        • 1 vote
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